Financial Standing
Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
| Asset |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| House |
0 |
0 |
0 |
0 |
| Car |
0 |
12,000 |
0 |
12,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
2,000 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
10,000 |
0 |
0 |
10,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
450,000 |
900,000 |
1,350,000 |
| Total Assets |
10,000 |
462,000 |
902,000 |
1,374,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
0 |
0 |
| Mortgage - Investment Property |
0 |
230,000 |
513,527 |
743,527 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,738 |
0 |
0 |
2,738 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
700 |
700 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
3,321 |
0 |
0 |
3,321 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
3,941 |
232,000 |
387,773 |
623,714 |
| Total Liabilities |
6,059 |
230,000 |
514,227 |
750,286 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,600 |
1,450 |
0 |
3,050 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
2,900 |
1,350 |
4,250 |
| Total Income |
1,600 |
4,350 |
1,350 |
7,300 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
0 |
0 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
846 |
1,836 |
2,682 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
75 |
0 |
0 |
75 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
230 |
0 |
0 |
230 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
600 |
600 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
1,295 |
3,504 |
-1,286 |
3,513 |
| Total Expenditure |
305 |
846 |
2,636 |
3,787 |